# APPLIED OPTOELECTRONICS INC (AAOI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AAOI/

- Reporting holders: 11
- Reported value: $21.1M
- Held through calls: 3.4%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $18.5M | 178,900 | 0.8% | 3 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $1.3M | 12,696 | 0.5% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $527.2K | 5,311 | 0.0% | 11 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $373.2K | 3,759 | 0.0% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $245.7K | 2,475 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $104.3K | 1,051 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $70.3K | 708 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $15.0K | 151 | 0.0% | 6 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.2K | 12 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $993 | 10 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $397 | 4 | 0.0% | 3 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $26 | 261 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $21.1M |
| Q2 2026 | 494 | $11.7B |
| Q1 2026 | 381 | $5.8B |
| Q4 2025 | 224 | $2.1B |
| Q3 2025 | 184 | $1.3B |
| Q2 2025 | 155 | $968.6M |
| Q1 2025 | 150 | $527.9M |
| Q4 2024 | 162 | $1.4B |
| Q3 2024 | 147 | $472.3M |
| Q2 2024 | 138 | $270.5M |
| Q1 2024 | 122 | $437.5M |
| Q4 2023 | 110 | $518.8M |